Thursday, May 16, 2024
New Dividend Hunter subscribers often ask about my criteria for selling a stock. Most are looking for some percentage loss or gain on a stock as a trigger to sell. I stay away from any rules not based on the underlying fundamentals of each recommended investment. Here’s what I do instead… Over the years, I […]
The 2022 bear market hit high-yield stocks (except for energy stocks) hard, and my subscribers sent me many questions about the status of their investments. One stock, in particular, moved relentlessly down, making investors wonder if the company’s big dividend was safe. Last week, the patience paid off, and investors who averaged down are back […]
A lot of investors avoid Schedule K-1 reporting investments. These tax reporting documents can add significant extra work at tax filing time. On the flip side, K-1 investments typically pay tax-advantaged distributions. There exist a matched pair of stocks that lets us see how much the investing public values the simplicity of Forms 1099 over […]
Higher interest rates have put a damper on the funding of venture capital investments from the private equity world. When interest rates were near zero percent, private equity firms could borrow money with no cost, which could be employed as venture capital investments. This led to some headline-grabbing returns. The higher rates brought on by […]
For almost a year, the U.S. stock market—as tracked by the S&P 500—has cycled through a narrow trading range, frustrating both bullish investors and bearish investors. The frustration may continue if you have been waiting for a signal that the market has found either a bottom or its next bull market. The current “no-trend” trend […]
A reverse stock split usually occurs when a company in some sort of financial trouble is in danger of being delisted from the stock exchange. Because of the negative connotation, I was surprised to see, on January 20, business development company Oaktree Specialty Lending (OCSL) announce a 1-for-3 reverse stock split. A subscriber wrote in […]
I keep track of the income-focused investments other writers recommend across the Internet. It is interesting to see what they report when one of my Dividend Hunter recommendations becomes a “hot idea” in the financial press. Recently, at least a half dozen writers on Seeking Alpha have written (mostly positive) articles about one of these […]
I have a number of Canadian subscribers who often ask me for high-yield Canadian stock ideas—most recently, for an ETF that trades on the Toronto Stock Exchange. Now, for American income investors, and Canadians willing to deal with the hassle that comes from cross-border investing, I’ve covered several over the past few months. But for […]
In these early days of 2023, I often find myself thinking about how attractive Master Limited Partnership (MLP) investments look as we move into the year. After a great 2022, energy infrastructure companies are poised to perform well again this year. The big choice is whether to invest in midstream MLPs or shares of midstream […]
The largest player in mortgage lending announced it has pulled its plans to dominate the home loan industry. That change is positive news for one of my favorite mortgage finance companies and its shares. Let’s take a look at the news, and how to get in… This excerpt comes from an email from Seeking Alpha: […]
